oracle
Associate Digital Product Owner
Cetera Financial Group Inc
Dallas, USA
Full-time
Mid
Onsite
Discovered Yesterday
Communication
Key Skills for This Role
Communication
Full Job Posting
Key Responsibilities
- Product Ownership & Delivery • Support the management and prioritization of the product backlog based on business value, user needs, operational impact, and strategic priorities. • Translate business needs and platform opportunities into clear user stories, requirements, and acceptance criteria. • Participate in backlog refinement and other Agile product-development activities. • Partner with technology teams to clarify requirements, address questions, and help ensure solutions meet business expectations. • Coordinate and support User Acceptance Testing (UAT), including test planning, issue tracking, validation, and business sign-off. • Assist with validating features and enhancements prior to production release. These responsibilities align closely with the organization's existing Product Owner expectations around backlog management, story refinement, sprint planning, UAT, IT partnership, and production-release acceptance.
- Custodial Platform Management • Develop a strong understanding of custodial platforms, capabilities, integrations, workflows, and associated business processes. • Support platform enhancements, defects, maintenance activities, vendor initiatives, and ongoing modernization efforts. • Evaluate requests and platform issues to understand business impact, dependencies, risk, and potential downstream effects. • Partner with internal stakeholders and external providers to research issues and identify appropriate solutions. • Help maintain product and platform documentation, requirements, process flows, release information, and related artifacts.
- Stakeholder & Vendor Partnership • Build productive relationships with business, operations, technology, risk, compliance, and support teams. • Serve as a point of coordination between business stakeholders and technology partners for assigned capabilities and initiatives. • Work with third-party providers and custodial partners as needed to understand product capabilities, upcoming changes, defects, and enhancement opportunities. • Communicate product changes, risks, dependencies, decisions, and implementation considerations to stakeholders. • Help ensure operational readiness for new capabilities and platform changes. Cross-functional collaboration, third-party vendor engagement, and operational readiness are also called out in the current internal Product Owner/Experience Owner framework.
- Product & Experience Improvement • Gather feedback from users and stakeholders to identify pain points and opportunities to improve the experience. • Use data, feedback, and business insights to help prioritize enhancements and measure outcomes. • Research platform capabilities and potential solutions to support product recommendations. • Identify opportunities to simplify processes, improve self-service capabilities, reduce manual work, and create more consistent user experiences. • Support continuous improvement of the overall custodial platform ecosystem.
- Qualifications Required • Strong analytical, problem-solving, and organizational skills. • Ability to translate business needs into clear requirements and actionable work. • Strong written and verbal communication skills. • Ability to manage multiple priorities and work effectively across business and technical teams. • Strong attention to detail while maintaining awareness of broader business objectives. • Demonstrated ability to build relationships and collaborate with stakeholders across an organization. • Curiosity and willingness to learn complex platforms, processes, and technologies.
- Preferred • Experience working in financial services, wealth management, brokerage, custody, fintech, or a related industry. • Experience with product management, business analysis, technology delivery, operations, or platform management. • Familiarity with Agile/Scrum product-development practices. • Experience developing user stories, requirements, acceptance criteria, or process documentation. • Experience participating in UAT or technology implementations. • Experience working with third-party technology or financial-services providers.
- Product Ownership & Delivery
- Support the management and prioritization of the product backlog based on business value, user needs, operational impact, and strategic priorities.
- Translate business needs and platform opportunities into clear user stories, requirements, and acceptance criteria.
- Participate in backlog refinement and other Agile product-development activities.
- Partner with technology teams to clarify requirements, address questions, and help ensure solutions meet business expectations.
- Coordinate and support User Acceptance Testing (UAT), including test planning, issue tracking, validation, and business sign-off.
- Assist with validating features and enhancements prior to production release.
- These responsibilities align closely with the organization's existing Product Owner expectations around backlog management, story refinement, sprint planning, UAT, IT partnership, and production-release acceptance.
- Custodial Platform Management
- Develop a strong understanding of custodial platforms, capabilities, integrations, workflows, and associated business processes.
- Support platform enhancements, defects, maintenance activities, vendor initiatives, and ongoing modernization efforts.
- Evaluate requests and platform issues to understand business impact, dependencies, risk, and potential downstream effects.
- Partner with internal stakeholders and external providers to research issues and identify appropriate solutions.
- Help maintain product and platform documentation, requirements, process flows, release information, and related artifacts.
- Stakeholder & Vendor Partnership
- Build productive relationships with business, operations, technology, risk, compliance, and support teams.
- Serve as a point of coordination between business stakeholders and technology partners for assigned capabilities and initiatives.
- Work with third-party providers and custodial partners as needed to understand product capabilities, upcoming changes, defects, and enhancement opportunities.
- Communicate product changes, risks, dependencies, decisions, and implementation considerations to stakeholders.
- Help ensure operational readiness for new capabilities and platform changes.
- Cross-functional collaboration, third-party vendor engagement, and operational readiness are also called out in the current internal Product Owner/Experience Owner framework.
- Product & Experience Improvement
- Gather feedback from users and stakeholders to identify pain points and opportunities to improve the experience.
- Use data, feedback, and business insights to help prioritize enhancements and measure outcomes.
- Research platform capabilities and potential solutions to support product recommendations.
- Identify opportunities to simplify processes, improve self-service capabilities, reduce manual work, and create more consistent user experiences.
- Support continuous improvement of the overall custodial platform ecosystem.
Qualifications
- Required
- Strong analytical, problem-solving, and organizational skills.
- Ability to translate business needs into clear requirements and actionable work.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities and work effectively across business and technical teams.
- Strong attention to detail while maintaining awareness of broader business objectives.
- Demonstrated ability to build relationships and collaborate with stakeholders across an organization.
- Curiosity and willingness to learn complex platforms, processes, and technologies.
- Experience working in financial services, wealth management, brokerage, custody, fintech, or a related industry.
- Experience with product management, business analysis, technology delivery, operations, or platform management.
- Familiarity with Agile/Scrum product-development practices.
- Experience developing user stories, requirements, acceptance criteria, or process documentation.
- Experience participating in UAT or technology implementations.
- Experience working with third-party technology or financial-services providers.
Preferred Qualifications
- Preferred
About Cetera Financial Group Inc
Asset & Wealth Management2750 employeesFounded 2010
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Cetera Financial Group Inc
Associate Financial Professional
Saint Cloud, USA
MidFull-time
This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support and deepen relationships with a very large existing cu
Discovered 3 days agoView →
Senior Compliance Analyst - Advertising Review
, USA
SeniorFull-time
Cetera Financial Group is currently seeking a Senior Compliance Analyst for Ad Review. This is a great opportunity to join our team and ensure that all retail communication complies with firm policy, FINRA, and SEC rules
Discovered 3 days agoView →
Annuity Sales Specialist
Des Moines, USA
JuniorFull-time
Annuities Sales Specialist Who we are: At NFG Brokerage, an affiliate of Cetera Financial Group, we approach the competitive financial marketplace with tenacity, sincerity, and a deep commitment to excellence. Our sales
Discovered 1 weeks agoView →
Internal Business Development Consultant
, USA
MidFull-time
Cetera Financial Group is seeking a dynamic and driven professional to join our Business Development team. As an Internal Business Development Consultant, you will play a pivotal role in attracting and recruiting indepen
Discovered 1 weeks agoView →
Service Professional
Saint Cloud, USA
JuniorFull-time
Cetera is currently seeking a Service Professional for our team located in St. Cloud, MN. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excelle
Discovered 1 weeks agoView →
Associate Financial Professional
Saint Cloud, USA
Discovered 3 days agoFull-time
Senior Compliance Analyst - Advertising Review
, USA
Discovered 3 days agoFull-time
Demand Center Outbound Sales Specialist
, USA
Discovered 4 days agoFull-time
Compliance Analyst - Advertising Review
, USA
Discovered 4 days agoFull-time
Internal Business Development Consultant
, USA
Discovered 4 days agoFull-time
Annuity Sales Specialist
Des Moines, USA
Discovered 1 weeks agoFull-time
Internal Business Development Consultant
, USA
Discovered 1 weeks agoFull-time
Service Professional
Saint Cloud, USA
Discovered 1 weeks agoFull-time